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Exciting New Features:

All Other Feature

• We have integrated AI-assisted capabilities into the marketing template creation and editing process for email and text campaigns. Enabling streamlined content generation and improved efficiency in developing high-quality marketing communications.

• The checkbox on the Acord 25 under Workers Compensation and Employee Liability will now populate with a check if any Officer or Employee is Excluded on the Workers Comp Policy Type.

• When forwarding an email from inside Jenesis, the original date and time will now be included.

• Added an opt-out option on the person screen for the single-run email and text campaign.

• Added the ACORD 137 commercial auto form for Illinois with a blank and prefilled version.

• We have made Acord 23 a complete prefill form.

• Updated the interface popup for the User Location select screen.

• Jmail Formatting has been fixed.

• When selecting the policy status to show on the client detail screen, users are now able to select multiple options like Active and Pending Cancel.

• Added total number of hours to the Time Clock report.

• Improved the way the Locations Options are displayed on the locations page.

• Updated the Grand Total Premium on the policy screen to not include duplicate carrier fees.

• Added the ACORD 143 (Transportation Section).

• We have increased the maximum file size to 60MB for media uploads.

• Policies with a cancel reason of “Rewrite” will no longer automatically send out an email or text to the insured to let them know the policy has canceled.

• We have updated the formatting of the Statement of Coverage including adding the policy number and effective and expiration dates.

• Added a results indicator when using the advance search feature.